Create an operational resource plan
Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training.
Before you begin
Important: Resource plans in Resource Management will no longer be available for new customers from future releases.
You're encouraged migrate your existing resource plans to work on resource assignments which offers more flexibility and Create resource assignments and operation resource assignments in Resource Management Workspace using Resource Management Workspace or Project Workspace.
Role required: resource_user, resource_manager, it_project_manager, demand_manager, admin
About this task
Create a resource plan for an operational work type such as Meeting, Training, Admin work, or Phone call.
For more information on operational resource plans, see Operational Resource Plan - All That You Need to Know.
Procedure
-
Navigate to All > Resource > Resource Plans > Create New Operational Plan.
-
On the Resource form, fill in the fields.
For a description of the field names, see Resource form.
-
Select Save.
Parent Topic:Resource plans
Related topics
Use Resource Finder to analyze resource availability
Confirm and allocate a resource plan
Request a change to a resource plan
Recalculate costs of a resource plan of a project or demand
Update cost plan related to a resource plan
Request extension of an allocated resource plan
Allocate resources for the extended period
Reduce the duration of a resource plan
---
title: Create an operational resource plan
description: Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/resource-management/create-operational-plan.html
release: australia
product: Resource Management
classification: resource-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Resource plans, Resource Management classic, Project Portfolio Management, Strategic Portfolio Management]
---
# Create an operational resource plan
Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training.
## Before you begin
**Important:** Resource plans in Resource Management will no longer be available for new customers from future releases.
You're encouraged [migrate your existing resource plans](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/resource-management/rsrc-plans-rsrc-asgmnts.md) to work on resource assignments which offers more flexibility and [Create resource assignments and operation resource assignments in Resource Management Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/resource-management/create-ra-rmw.md) using Resource Management Workspace or Project Workspace.
Role required: resource\_user, resource\_manager, it\_project\_manager, demand\_manager, admin
## About this task
Create a resource plan for an operational work type such as Meeting, Training, Admin work, or Phone call.
For more information on operational resource plans, see [Operational Resource Plan - All That You Need to Know](https://community.servicenow.com/community?id=community_article&sys_id=7cf4950a1b0110d4d01143f6fe4bcb65).
## Procedure
1. Navigate to **All** > **Resource** > **Resource Plans** > **Create New Operational Plan**.
2. On the Resource form, fill in the fields.
For a description of the field names, see [Resource form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/resource-management/rsrc-form.md).
3. Select **Save**.
**Parent Topic:**[Resource plans](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/resource-management/c_ResourcePlans.md)
**Related topics**
[Create a resource plan]()
[Use Resource Finder to analyze resource availability]()
[Request resources]()
[Confirm a resource plan]()
[Confirm and allocate a resource plan]()
[Request a change to a resource plan]()
[Recalculate costs of a resource plan of a project or demand]()
[Update cost plan related to a resource plan]()
[Complete a resource plan]()
[Cancel a resource plan]()
[Delete a resource plan]()
[Extend a resource plan]()
[Request extension of an allocated resource plan]()
[Allocate resources for the extended period]()
[Reduce the duration of a resource plan]()
[Time zones in resource plans]()
[Associate a time card with a resource plan]()
[Map a time card category with operational work types](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/time-card-management/map-time-card-category.md)
| title | Create an operational resource plan |
| description | Create an operational resource plan and allocate a certain portion of your team capacity for operational work, such as administration, meeting, or training. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/resource-management/create-operational-plan.html |
| release | australia |
| product | Resource Management |
| classification | resource-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 3 |
| breadcrumb | Resource plansResource Management classicProject Portfolio ManagementStrategic Portfolio Management |